See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,472 | $97,757+117.3% | $83,848+153.4% | $135,375+57.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.98% | 1287.37%-1286.4pp | 850.88%-849.9pp | 519.73%-518.8pp |
| Employer contribution / active EE | $19,443 | $4,222+360.6% | $3,631+435.5% | $4,779+306.9% |
| Participant deferral / active EE | $6,120 | $4,682+30.7% | $4,082+49.9% | $5,609+9.1% |
| Admin fee / account holder | $1,742 | $6,674-73.9% | $5,478-68.2% | $10,827-83.9% |